Create Fillable PDF Form in SharePoint

Muhimbi’s PDF Editor for SharePoint lets you create a PDF form directly in SharePoint Online and On-premise. Launch the PDF Form creator tool to start adding text fields, radio buttons, checkboxes, and signature fields to your document. Customize fonts, border style, background color, and more.

Step 1: Open a PDF file

open pdf in sharepoint

Go to the SharePoint library and click on the Upload button to import a PDF from your computer or select an existing PDF from the library.

Click on the Open drop-down menu and choose Open with PSPDFKit Editor.

Step 2: Create form fields

create form fields

Next to the Sign button, there is a drop-down menu from where you can access the Form Creator tool.

In the top-left corner you will see a range of options to choose from:

  • Create Button Widget

  • Create Text Widget

  • Create Radio Widget

  • Create Checkbox Widget

  • Create Combobox Widget

  • Create List Box Widget

  • Create Signature Widget

  • Create Date Widget

Once you choose a widget, for example, a combo box, it will be shown in the document. You can resize or move it to a different place in the document. The process is the same for all widgets.

Step 3: Customize form fields

After you decide on the widget's position and size, go through the options shown in the small pop-up window.

advanced form properties

All widgets have Advanced Options that allow you to mark that field as required, to enter the creator name and note, or to make the field read-only or as a multi-select option.

text field properties

Also, all widgets have Field Style and Text Style settings that you can use to change the color of the fields, their opacity, text font type, size, color, and more.

form field properties

There are some options that are specific to the type of widget:

In the Date widget, you can choose the date format.

In the List Box and Combobox, you need to add descriptions for each option.

The Checkbox and Radio button widget has Label and Value fields.

Finally, when you have finished creating form fields in your PDF document, click on the Save button or export the document to your computer.

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